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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,570 | $92,219+49.2% | $76,766+79.2% | $135,382+1.6% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -4.27% | 5.46%-9.7pp | 2.43%-6.7pp | 519.77%-524.0pp |
| Employer contribution / active EE | $10,127 | $3,216+214.9% | $2,485+307.5% | $4,779+111.9% |
| Participant deferral / active EE | $6,477 | $4,508+43.7% | $3,851+68.2% | $5,609+15.5% |
| Admin fee / account holder | $6,261 | $10,749-41.8% | $6,675-6.2% | $10,829-42.2% |